Roots Global

Fund comparison

3CC Portugal Golden Income Fund versus Capital Green III – Fundo Fechado de Crédito

vs

Residency permit & citizenship vs lock-up

3CC Portugal Golden Income FundNo lock-up — redeemableCapital Green III – Fundo Fechado de Crédito5-year lock-up~Year 6: typical naturalization decision

Golden Visa applicants must keep the qualifying €500,000 invested while the residency is active; naturalization timelines vary by case. Not legal advice.

Key facts, side by side

5 of 12 differ · marks a difference
3CC Portugal Golden Income FundCapital Green III – Fundo Fechado de Crédito
Minimum investment
€100k
€200k
Management fee p.a.
1.5%
~1%
Performance fee
20%
Hurdle rate
5%
Subscription fee
0%
Redemption fee
5%
Lock-up
None
5 years
Redemption
Daily
At end of term
Fund term
Not disclosed
10 years
Target return
7–10%
6–8%
Fund size
€95M
Inception
Oct 2, 2024

What the fees add up to

€17k€33k€50k€66kStartY1Y2Y3Y4Y5Y6Y7Y8€60k€40k
3CC Portugal Golden Income FundCapital Green III – Fundo Fechado de CréditoFees on €500k over 8 years — subscription + management only

Constant-balance illustration on a €500,000 Golden Visa subscription. Performance fees, redemption fees and fund-level costs are excluded — verify the full stack in each fund's prospectus.

For US investors

  • Accepted

    Accepts US investors

  • PFIC

    PFIC with annual QEF reporting

  • QEF statements

    Reported available

  • IRA route

    Reported available

  • Accepted

    Unconfirmed

  • PFIC

    Unclear

  • QEF statements

    Unconfirmed

  • IRA route

    Unconfirmed

Research coverage

96%

data completeness

5 fund documents linked · 5 sources cited

Full profile & sources →
64%

data completeness

1 fund documents linked · 4 sources cited

Full profile & sources →

This comparison restates researched data side by side — it is not a recommendation of either fund. Facts marked with a dash or "not disclosed" were not published; how much weight any difference deserves depends on your situation.